The 2022-23 Research Challenge. Registration Form (local edition)

Welcome to the current edition of the CFA Institute Research Challenge Competition — an annual global equity research competition that provides university students with hands-on mentoring and intensive training in financial analysis.

Sign up to participate in an exciting challenge with your friends, grow your knowledge and expertise, and win a financial prize! Please remember that the minimum number of members per team is 3 (up to 5).

Each team member must:
a. be a currently enrolled college or university student in an undergraduate or graduate program at the sponsoring university time of the local-level kickoff meeting;
b. be registered for at least a part-time course load, as defined by his or her university, at the time of the local level kickoff meeting.

An individual is ineligible to be a team member if that individual:
a. has previously participated as a team member of the CFA Institute Research Challenge on any team that has submitted a written report at the local level;
b. has been, or is, employed4 in a role within the core investment management profession at the time of the local kickoff meeting. If an individual begins employment within the core investment management profession following the local kickoff meeting, that team member may continue to participate. Core investment management professionals are those individuals primarily involved in activities related to the investment decision-making process—generally, portfolio managers, financial advisors, and research analysts on both the buy and sell side. The core investment management industry is comprised of firms (or larger firm business lines) primarily engaged in asset management (mutual funds, hedge funds, private equity, real estate investment, investment research and ratings, and investment advisory services), wealth management, fiduciary asset ownership (such as pension funds, endowments, and sovereign wealth funds), and their related regulators and standard setters. If an individual’s work was solely an internship, the individual is permitted to participate as a team member;
c. has been, or is, a CFA charterholder.

If you have any doubts about whether to join the competition, please do not hesitate to contact us.

In case of any questions please contact us at office@cfa.com.pl.

Personal Data Processing Clause

1. The personal data controller is CFA SOCIETY POLAND with its registered office in Wrocław, ul. Komandorska 118/120, 53-345 Wrocław, registered in the National Court Register kept by the District Court for Wrocław-Fabryczna in Wrocław under file number: 0000222537, NIP number 8992528090. Email address: office@cfa.com.pl.

2. Personal data are processed in compliance with the rules laid down in Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data and repealing Directive 95/46/EC (General Data Protection Regulation, GDPR), and in the Polish Personal Data Protection Act, executive regulations to this Act and in the Act on Provision of Electronic Services of 18 July 2002 (Journal of Laws of 2002, No. 144, Item 1204, as amended).

3. Personal data may be processed for legitimate purposes, the performance of contracts and obligations arising from such contracts, including for the purpose of mailing promotion and information materials, market research and public opinion research.

4. Your personal data may be made available to relevant recipients, in particular, the CFA Institute Research Challenge competition partners, third parties providing IT or legal services to the controller or institutions authorized to control the controller’s activity or institutions authorized to obtain personal data pursuant to provisions of law.

5. Your personal data will be stored until elapse of the statute of the limitation period for claims or until the expiry of legitimate interest in the processing or until submission of an objection (with regard to processing based on the necessity of processing for purposes arising from the controller’s legitimate interests).

6. You have the right to access your data and the right to demand their rectification, their erasure or restriction of their processing. To the extent to which the processing of your personal data is based on the controller’s legitimate interest, you have the right to object to the processing of your personal data. To the extent to which the processing of your personal data is based on consent, you have the right to withdraw your consent. The withdrawal of your consent will not affect the lawfulness of the processing of your personal data which was conducted on the basis of your consent prior to its withdrawal. To the extent to which your personal data are processed automatically for the purpose of concluding or performing a contract or processed on the basis of consent, you also have the right to transfer your personal data, i.e. to receive your personal data from the controller in a structured, generally used, machine-readable format. You can send such data to another data controller. You also have the right to file a complaint with the regulatory authority dealing with personal data protection. To exercise the above rights you should contact the data controller or personal data officer. The contact details are provided in item 1 above.

7. The controller uses adequate technical and organizational measures that ensure the security of the personal data processed, adequately to the threats and categories of protected personal data, in particular, secure the data against unauthorized disclosure, viewing and interception by an unauthorized person, processing in breach of applicable regulations and against modification, loss, damage or destruction.